Mark Bates

Invest In Your Life. We’ll Do The Rest. | Chief Operating Officer at Wealthquest

Role
Chief Operating Officer at Wealthquest
Location
Cincinnati, OH, US
LinkedIn followers
500 followers

About Mark Bates

Problem Solver. Process Builder. Mr. Fix-It. That’s been my talent for a long…

Experience

  1. Chief Operating Officer

    Wealthquest

    Jun 2018 — Present · Cincinnati, OH, US

Education

  • Southern State Community College

    Business Management

    1987 — 1989

  • The Ohio State University

    Financial Planning

    2005 — 2006

Skills

  • Retirement Planning
  • Asset Allocation
  • Investment Strategies
  • Wealth Management
  • Financial Planning
  • Estate Planning
  • Investment Advisory
  • Retirement
  • Strategic Financial Planning
  • Tax

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Mark Bates — Chief Operating Officer at Wealthquest in Cincinnati, OH, US | Unifers